Purchases and Sales Made in Q3 2022 in Ishares Russell 1000 Gr ETF (IWF)
This table provides information about the institutional ownership of Ishares Russell 1000 Gr ETF (IWF) during Q3 2022. The information is specifically focused on institutions that hold shares of ISHARES RUSSELL 1000 GR ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-290- 12.93% |
$61K - $74.7K
|
1.95K
$788K
|
|
Nov 10, 2022
Q3 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-291- 8.81% |
$61.2K - $74.9K
|
3.01K
$1.22M
|
|
Oct 18, 2022
Q3 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-293- 1.4% |
$61.6K - $75.4K
|
20.6K
$8.33M
|
|
Nov 14, 2022
Q3 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-296- 4.53% |
$62.3K - $76.2K
|
6.24K
$2.52M
|
|
Nov 09, 2022
Q3 2022
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-299- 10.15% |
$62.9K - $77K
|
2.65K
$1.07M
|
|
Oct 24, 2022
Q3 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-300- 8.29% |
$63.1K - $77.2K
|
3.32K
$1.34M
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-300- 5.72% |
$63.1K - $77.2K
|
4.95K
$2M
|
|
Nov 03, 2022
Q3 2022
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-300- 16.17% |
$63.1K - $77.2K
|
1.56K
$628K
|
|
Nov 14, 2022
Q3 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-300- 15.08% |
$63.1K - $77.2K
|
1.69K
$682K
|
|
Nov 14, 2022
Q3 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-302- 9.47% |
$63.5K - $77.8K
|
2.89K
$1.17M
|
|
Nov 14, 2022
Q3 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-311- 0.74% |
$65.4K - $80.1K
|
41.9K
$16.9M
|
|
Nov 09, 2022
Q3 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-312- 2.49% |
$65.6K - $80.3K
|
12.2K
$4.93M
|
|
Oct 31, 2022
Q3 2022
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-318- 1.26% |
$66.9K - $81.9K
|
24.8K
$10M
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-318Closed |
$66.9K - $81.9K
|
0
$0
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-321- 4.4% |
$67.5K - $82.6K
|
6.98K
$2.82M
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-322- 15.08% |
$67.7K - $82.9K
|
1.81K
$732K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-322- 2.1% |
$67.7K - $82.9K
|
15K
$6.08M
|
|
Oct 18, 2022
Q3 2022
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-327- 5.51% |
$68.8K - $84.2K
|
5.61K
$2.26M
|
|
Oct 18, 2022
Q3 2022
|
Sabal Trust CO
|
SELL
|
- |
-327- 8.21% |
$68.8K - $84.2K
|
3.65K
$1.48M
|
|
Nov 09, 2022
Q3 2022
|
Compass Financial Group, Inc.
|
SELL
|
- |
-327- 0.74% |
$68.8K - $84.2K
|
43.9K
$17.7M
|
|
Oct 04, 2022
Q3 2022
|
Weaver Consulting Group
|
SELL
|
- |
-328- 12.15% |
$69K - $84.5K
|
2.37K
$957K
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-328- 1.46% |
$69K - $84.5K
|
22.1K
$8.91M
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-329- 16.77% |
$69.2K - $84.7K
|
1.63K
$659K
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-329- 6.54% |
$69.2K - $84.7K
|
4.7K
$1.9M
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-330- 6.08% |
$69.4K - $85K
|
5.1K
$2.06M
|
|
Oct 24, 2022
Q3 2022
|
Canal Capital Management, LLC
|
SELL
|
- |
-331- 2.08% |
$69.6K - $85.2K
|
15.6K
$6.29M
|
|
Oct 06, 2022
Q3 2022
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-336- 9.24% |
$70.7K - $86.5K
|
3.3K
$1.33M
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-340- 6.39% |
$71.5K - $87.5K
|
4.98K
$2.01M
|
|
Nov 14, 2022
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-341- 6.41% |
$71.7K - $87.8K
|
4.98K
$2.01M
|
|
Oct 12, 2022
Q3 2022
|
Prosperity Planning, Inc.
|
SELL
|
- |
-350- 12.93% |
$73.6K - $90.1K
|
2.36K
$952K
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-351- 2.37% |
$73.9K - $90.4K
|
14.5K
$5.84M
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-357- 0.74% |
$75.1K - $91.9K
|
47.9K
$19.3M
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-360- 4.4% |
$75.7K - $92.7K
|
7.81K
$3.16M
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-365- 2.15% |
$76.8K - $94K
|
16.6K
$6.72M
|
|
Oct 13, 2022
Q3 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-371- 4.52% |
$78.1K - $95.5K
|
7.83K
$3.16M
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-371- 42.4% |
$78.1K - $95.5K
|
504
$204K
|
|
Nov 14, 2022
Q3 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-375- 3.96% |
$78.9K - $96.6K
|
9.1K
$3.67M
|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-384- 1.5% |
$80.8K - $98.9K
|
25.3K
$10.2M
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-386- 1.41% |
$81.2K - $99.4K
|
26.9K
$10.9M
|
|
Oct 28, 2022
Q3 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-389- 12.86% |
$81.8K - $100K
|
2.64K
$1.06M
|
|
Nov 07, 2022
Q3 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-394- 8.44% |
$82.9K - $101K
|
4.28K
$1.73M
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-400- 12.18% |
$84.2K - $103K
|
2.89K
$1.16M
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-400- 7.96% |
$84.2K - $103K
|
4.63K
$1.87M
|
|
Nov 01, 2022
Q3 2022
|
Dagco, Inc.
|
SELL
|
- |
-410- 10.55% |
$86.3K - $106K
|
3.48K
$1.4M
|
|
Oct 20, 2022
Q3 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-424- 33.36% |
$89.2K - $109K
|
847
$342K
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
SELL
|
- |
-431- 8.13% |
$90.7K - $111K
|
4.87K
$1.97M
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-432- 8.7% |
$90.9K - $111K
|
4.53K
$1.83M
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-435- 0.56% |
$91.5K - $112K
|
77.2K
$31.2M
|
|
Nov 14, 2022
Q3 2022
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-446- 2.9% |
$93.8K - $115K
|
14.9K
$6.03M
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-463- 6.29% |
$97.4K - $119K
|
6.9K
$2.79M
|